Filed January 19, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,137 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $16,226 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $5,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,779 | $122,239-13.5% | $184,203-42.6% | $74,495+42.0% |
| Participation rate | 93.5% | 85.5%+8.0pp | 86.8%+6.7pp | 67.2%+26.3pp |
| Annual return | 15.93% | 19.95%-4.0pp | 28.81%-12.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,778 | $4,537-38.8% | $6,427-56.8% | $2,623+5.9% |
| Participant deferral / active EE | $4,127 | $7,139-42.2% | $9,131-54.8% | $4,346-5.0% |
| Admin fee / account holder | $212 | $1,260-83.2% | $13,901-98.5% | $1,942-89.1% |